 卡特彼勒CAT |
| 7.18% | 5.5% | $2,822.5万 | 2.7万股 | $1,850.3万 | 2.6万股 | +387股+1.48% | 加仓 |
| S道富SPYM |
| 4.39% | 4.53% | $1,725.2万 | 19.6万股 | $1,525.8万 | 19.9万股 | -3,044股-1.53% | 减仓 |
| J摩根大通·ULTRA-SHORT INCOME ETFJPST |
| 3.12% | 3.76% | $1,227.0万 | 24.3万股 | $1,264.8万 | 25.0万股 | -7,282股-2.91% | 减仓 |
| SSPDR道富系列信托SPYG |
| 2.95% | 2.87% | $1,161.4万 | 9.8万股 | $967.5万 | 9.9万股 | -1,201股-1.22% | 减仓 |
| I景顺QQQ信托VOO |
| 1.85% | 1.53% | $728.8万 | 9,896股 | $515.8万 | 8,936股 | +960股+10.74% | 加仓 |
| RRAREVIEW DYNAMIC FIXED INCOME ETFRDFI |
| 1.7% | 1.82% | $666.9万 | 28.0万股 | $611.3万 | 26.5万股 | +1.5万股+5.57% | 加仓 |
| DDimensional维度·U.S. EQUITY MARKET ETFDFUS |
| 1.57% | 1.54% | $616.2万 | 7.5万股 | $519.0万 | 7.3万股 | +2,021股+2.76% | 加仓 |
 苹果AAPL |
| 1.46% | 1.48% | $574.1万 | 2.0万股 | $498.6万 | 2.0万股 | +194股+0.99% | 加仓 |
 英伟达NVDA |
| 1.42% | 1.36% | $560.0万 | 2.8万股 | $458.4万 | 2.6万股 | +1,703股+6.48% | 加仓 |
| S道富SPYV |
| 1.37% | 1.52% | $539.0万 | 8.9万股 | $513.4万 | 9.1万股 | -2,063股-2.27% | 减仓 |
| IiShares白银信托SLV |
| 1.31% | 2.14% | $516.6万 | 9.7万股 | $720.8万 | 10.6万股 | -9,157股-8.66% | 减仓 |
| V先锋领航指数基金VOO |
| 1.25% | 1.21% | $490.2万 | 7,137股 | $406.3万 | 6,799股 | +338股+4.97% | 加仓 |
 雪佛龙CVX |
| 1.19% | 1.79% | $467.3万 | 2.8万股 | $602.0万 | 2.9万股 | -905股-3.11% | 减仓 |
 微软MSFT |
| 1.17% | 1.23% | $460.6万 | 1.2万股 | $415.2万 | 1.1万股 | +1,130股+10.07% | 加仓 |
| F第一信托·USTQTEC |
| 1.04% | 0.99% | $408.6万 | 1.2万股 | $333.7万 | 1.5万股 | -3,243股-20.99% | 减仓 |
| SSPDR黄金信托GLD |
| 0.98% | 1.3% | $384.2万 | 1.0万股 | $437.3万 | 1.0万股 | +267股+2.63% | 加仓 |
 亚马逊AMZN |
| 0.97% | 0.97% | $381.0万 | 1.6万股 | $326.8万 | 1.6万股 | +294股+1.87% | 加仓 |
| IiShares安硕·MSCI ACWI ETFTOK |
| 0.9% | 0.9% | $355.4万 | 2.3万股 | $302.4万 | 2.2万股 | +782股+3.58% | 加仓 |
| SSPDR道富系列信托SPYD |
| 0.88% | 0.87% | $344.6万 | 7.2万股 | $294.3万 | 6.5万股 | +7,583股+11.73% | 加仓 |
| J摩根大通交易所交易基金JEPI |
| 0.87% | 0.97% | $343.5万 | 6.1万股 | $326.3万 | 5.8万股 | +3,243股+5.63% | 加仓 |
| V先锋领航指数基金VUG |
| 0.86% | 0.81% | $338.7万 | 3.9万股 | $273.7万 | 6,266股 | +3.3万股+527.55% | 加仓 |
| I景顺·S&P MIDCAP MOMENTUM ETFXMMO |
| 0.82% | 0.76% | $320.6万 | 1.9万股 | $255.2万 | 1.8万股 | +1,246股+7.08% | 加仓 |
| PPACER ARISTOTLE PACIFIC FLOATING RATE HIGH INCOME ETFFLRT |
| 0.77% | 0.94% | $302.8万 | 6.5万股 | $315.7万 | 6.8万股 | -3,216股-4.72% | 减仓 |
| V先锋领航白厅基金VYM |
| 0.75% | 0.83% | $295.8万 | 1.9万股 | $280.8万 | 1.9万股 | -243股-1.28% | 减仓 |
| S道富SPAB |
| 0.74% | 0.86% | $291.2万 | 11.4万股 | $289.3万 | 11.3万股 | +1,163股+1.03% | 加仓 |
| SSPDR行业精选信托XLK |
| 0.74% | 0.56% | $289.9万 | 1.5万股 | $188.2万 | 1.4万股 | +1,050股+7.41% | 加仓 |
| SSPDR行业精选信托XLE |
| 0.73% | 0.82% | $287.5万 | 5.4万股 | $276.7万 | 4.5万股 | +8,967股+19.85% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 0.71% | 0.76% | $279.5万 | 5,586股 | $257.3万 | 5,370股 | +216股+4.02% | 加仓 |
| IiShares安硕信托STIP |
| 0.66% | 0.76% | $261.2万 | 2.6万股 | $256.5万 | 2.5万股 | +771股+3.11% | 加仓 |
| F第一信托交易所交易基金VIFJAN |
| 0.64% | 0.71% | $251.2万 | 4.6万股 | $238.1万 | 4.7万股 | -1,647股-3.49% | 减仓 |
| F第一信托·UST LOW DURATION OPPORTUNITIES ETFLMBS |
| 0.61% | 0.68% | $240.1万 | 4.8万股 | $228.5万 | 4.6万股 | +2,358股+5.14% | 加仓 |
| PPACER SWAN SOS FUND OF FUNDS ETFPSFF |
| 0.6% | 0.66% | $236.4万 | 6.9万股 | $221.5万 | 6.9万股 | -224股-0.32% | 减仓 |
| V先锋领航·TOTALBND |
| 0.6% | 0.66% | $235.2万 | 3.2万股 | $221.9万 | 3.0万股 | +1,905股+6.32% | 加仓 |
| NNORTHERN LIGHTS FD TRDUKH |
| 0.59% | — | $232.6万 | 9.7万股 | $0 | 0股 | +9.7万股 | 新买入 |
| IISHARES CORE 10 YEAR USD BOND ETFILTB |
| 0.59% | 0.68% | $232.4万 | 4.7万股 | $229.5万 | 4.7万股 | +329股+0.70% | 加仓 |
| AAMPLIFY CEF HIGH INCOME ETFYYY |
| 0.55% | 0.6% | $216.7万 | 18.8万股 | $201.0万 | 18.2万股 | +5,703股+3.13% | 加仓 |
 VisaV |
| 0.55% | 0.53% | $214.5万 | 6,253股 | $178.9万 | 5,918股 | +335股+5.66% | 加仓 |
| SSPDR道富系列信托BIL |
| 0.53% | 0.63% | $209.9万 | 2.3万股 | $211.4万 | 2.3万股 | -171股-0.74% | 减仓 |
| IiShares安硕·TR ISHARES SEMICDTRSOXX |
| 0.53% | 0.53% | $208.2万 | 3,250股 | $179.8万 | 5,470股 | -2,220股-40.59% | 减仓 |
| NNORTHERN LIGHTS FD TRDUKZ |
| 0.52% | — | $204.8万 | 8.0万股 | $0 | 0股 | +8.0万股 | 新买入 |
| MMAIN SECTOR ROTATION ETFSECT |
| 0.51% | 0.44% | $201.3万 | 2.8万股 | $147.9万 | 2.4万股 | +3,445股+14.07% | 加仓 |
| SSPDR标普500 ETFSPY |
| 0.51% | 0.54% | $199.2万 | 2,667股 | $181.0万 | 2,783股 | -116股-4.17% | 减仓 |
| GGlobal X基金QYLD |
| 0.5% | 0.58% | $197.2万 | 10.7万股 | $195.6万 | 11.4万股 | -7,052股-6.18% | 减仓 |
 Meta平台META |
| 0.5% | 0.55% | $195.1万 | 3,464股 | $184.2万 | 3,220股 | +244股+7.58% | 加仓 |
| J摩根大通交易所交易基金BBAG |
| 0.48% | 0.53% | $187.2万 | 4.1万股 | $178.0万 | 3.9万股 | +2,167股+5.62% | 加仓 |
 帕兰提尔PLTR |
| 0.48% | 0.65% | $187.1万 | 1.6万股 | $220.5万 | 1.5万股 | +964股+6.39% | 加仓 |
| V先锋领航指数基金VBK |
| 0.47% | 0.41% | $185.4万 | 5,070股 | $138.8万 | 4,593股 | +477股+10.39% | 加仓 |
| WWisdomTree信托DLN |
| 0.47% | 0.47% | $183.5万 | 1.9万股 | $159.7万 | 1.8万股 | +1,182股+6.61% | 加仓 |
| IiShares安硕信托IVV |
| 0.46% | 0.35% | $182.4万 | 2,435股 | $118.6万 | 1,815股 | +620股+34.16% | 加仓 |
 FIRST INTST BANCSYSTEMFIBK |
| 0.46% | 0.48% | $179.6万 | 4.9万股 | $161.8万 | 4.8万股 | +1,253股+2.62% | 加仓 |
